← All themes Data Centers & Digital Infrastructure

Liquid Cooling

Liquid cooling replaces air with fluid to carry heat away from dense accelerator racks that air can no longer handle. It has moved from a niche technique to a requirement for new AI capacity.

9 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
PGGM Investments
PGGM Investments
Netherlands
$43.1M -$2.7M 1 0.22% Reduced
52
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$41.6M +$13.4M 2 0.16% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$41.2M -$1.98M 3 0.07% Reduced
54
Citadel Advisors
Citadel Advisors
Florida
$40.8M +$24.8M 3 0.04% Increased
55
First Trust Advisors
First Trust Advisors
Illinois
$39.5M +$4.6M 3 0.11% Increased
56
UBS AM
UBS AM
Illinois
$38M +$2.69M 2 0.04% Increased
57
Guggenheim Capital
Guggenheim Capital
Illinois
$37.4M +$2.56M 2 0.1% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$35.5M -$3.9M 3 0.05% Reduced
59
Macquarie Group
Macquarie Group
Australia
$35.4M +$2.98M 2 0.06% Increased
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$33.8M -$31.3K 1 0.05% Reduced
61
Wasatch Advisors
Wasatch Advisors
Utah
$32M +$31.2M 1 0.47% New
62
AQR Capital Management
AQR Capital Management
Connecticut
$31.3M +$5.36M 3 0.04% Increased
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$30.6M +$317K 3 0.04% Increased
64
Principal Financial Group
Principal Financial Group
Iowa
$30M +$831K 2 0.04% Increased
65
Cincinnati Insurance
Cincinnati Insurance
Ohio
$29.6M $0 1 0.94% Maintained
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$29.2M -$1.26M 3 0.06% Reduced
67
Korea Investment Corp
Korea Investment Corp
South Korea
$29M +$18.6M 1 0.14% Increased
68
Jennison Associates
Jennison Associates
New York
$28.6M +$3.99M 1 0.03% Increased
69
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$27.5M +$1.2M 1 0.07% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$27.2M -$270K 1 0.05% Reduced
71
London Company of Virginia
London Company of Virginia
Virginia
$27M -$176K 1 0.18% Reduced
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$26.3M +$1.24M 3 0.06% Increased
73
ACM
Atlanta Capital Management
Georgia
$25.9M -$2.38M 1 0.16% Reduced
74
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$25.9M -$66.7K 1 0.14% Reduced
75
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$25.3M -$399K 2 0.03% Reduced